Apple - Hold On Tight And Don't Play Wall Street's Game [View article]

a good article with common sense. Now, people start to realize that Samsung is just a copycat. This time, they copied some feature from Nokia. They are waiting to copy the next idea from Apple.

Like the author, I bought a S3 from Amazon last summer. When I opened the box, I couldn't believe how CHEAP it felt. After playing with it for 3 hours, I put it in return box. S4 is just another Android phone with a more impressive spec list. Maybe it is just my taste, S3 is just ugly. For people have to use Android, consider HTC One. For me, I am waiting for the 5s or 6.

Apple (AAPL+1.7%) rallies as the Street takes the launch of Samsung's (SSNLF.PK) Galaxy S IV, which has an impressive spec sheet but has seen mixed early reviews, in stride. Apple's sell-side fans are circling the wagons, with Gene Munster comparing the S IV to an 'S' iPhone launch. Nomura is less sanguine: noting the popularity of bigger displays and stating its checks indicate a bigger iPhone won't arrive in 2013, it thinks Samsung could overtake Apple in high-end smartphone shipments this year on the back of 35M-40M S IV and Note sales per quarter. [View news story]

CRM is not profitable, but the market decides to provide it the capital for growth. Too much $ in the growth fund is chasing limited number of "growth stories". Rational or irrational, profitable or unprofitable, the market seems to only focus on the top-line growth now.